Job Title

JOB FUNCTION:To create an exceptional customer experience by establishing, maintaining and deepening relationships by determining customer needs, opening deposit accounts, processing loans, providing deposit and loan account servicing, performing teller transactions and initiating referrals to other areas of the bank. Being part of the Travel Team requires travel between any of our banking centers, as needed, including our Austin locations.DUTIES and RESPONSIBILITIES:- Deliver exceptional customer service by engaging, educating and building personal connections with our customers- Follow the bank's established sales and service process- Analyze customer needs so that appropriate recommendations can be made to new and existing customers- Provide deposit and loan account servicing to existing customers- Conduct follow up phone calls to prospects and current customers- Make outside business development appointment calls for Banking Center Manager- Use provided computer systems/software to handle all bank offered services- Complies with all federal and state laws and regulations, and all established bank policies and procedures- May process NSF report for banking center manager- Provides transactional customer service, including but not limited to the following: accept and process deposits, withdrawals, payments and handle other over the counter transactions- Provide information about Jefferson Bank loans up to and including taking the loan applications for consumer lending requests- May assist Commercial Lenders and Private Bankers with loan paperwork, account openings and customer service as needed- Work with Training and Retail Group manager to provide mentoring of new Relationship Bankers- Perform other duties as assignedMINIMUM QUALIFICATIONS:Work Experience- 2 Year experience of working in a financial services environment or a consultative sales environment- Ability to travel and work at various designated Jefferson Bank locations on a daily basis- Advanced knowledge of bank products and services- Experience providing customer service through various forms of communication (face to face, email, and telephone)Preferred Experience (Optional)- Knowledge of new account systems- Experience working in a Universal Banker role- Demonstrated success in achieving assigned goalsSupervisory Experience- NoneEducation/Skills/Experience- Two years of College or High School Diploma/GED with equivalent experience on a year for year basis- Demonstrated ability to interview customer in a consultative manner to determine needs- Excellent customer service skills to include good verbal and written communication- Demonstrated success working in sales environment- Good organizational skills and ability to multi-task with accuracy and follow assigned tasks through completionEquipment/Machines/Software- Excellent computer literacy in all Microsoft Programs (Outlook, Internet Explorer,Word, Excel, Power Point, Adobe Reader)- Ability to work with office equipment such as copiers, scanners, shredders, fax machines andother digital devices- Ability to use Financial Service Platform software[]{style=